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Intel: Foundry business is in oversupply trouble

2/18/2011 09:22 PM EST
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rfab
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re: Intel: Foundry business is in oversupply trouble
rfab   2/20/2011 3:47:25 PM
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TSMC will continue to be the winner with huge profit.--Buy an external IP. synthesize products. Measured by the generation of factory-built sealed pattern, so that the semiconductor gradually becoming less and less profit, after the TSMC 45 shattered the myth of high yield, 40NM, YELD still 40%

rfab
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re: Intel: Foundry business is in oversupply trouble
rfab   2/20/2011 3:38:49 PM
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David6108 ---------WHERE IS TSMC"S 28nm ,AND TSMC"S 40nm IS VERY BAD,28nm IS WORSE

David6108
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re: Intel: Foundry business is in oversupply trouble
David6108   2/19/2011 10:31:46 PM
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I have heard so many similar comments in the past from companies like TI, Motorola, IBM, ..etc. What happens to these guys? Otellini is either too arrogant or naive. Sorry to see Intel has such a learder. Do not worry, TSMC will continue to be the winner with huge profit. Foundry Guru

RobDinsmore
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re: Intel: Foundry business is in oversupply trouble
RobDinsmore   2/19/2011 1:13:01 PM
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I am confused by this. I think Otellini is hoping for a miracle in mobile. Tablets and mobile phones are a huge growth opportunity for foundries, yet Intel does next to nothing in these markets. They recently lost the Nokia Meego partnership and Atom is not showing up in any winning tablets. To make matters worse, MS is going to release a Windows OS on ARM. Where does this leave Intel if tablets replace the consumer notebook? Sorry Paul, I just don't buy it. Also I think Intel also "makes" their money on trailing edge technology. It's just accounting semantics. New technology doesn't start to pay for itself until it is in full high volume production, and when that happens, the next gen tech is starting to ramp up.

yalanand
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re: Intel: Foundry business is in oversupply trouble
yalanand   2/19/2011 12:27:57 PM
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If Otellini is really so much worried about overcapacity, why is Intel building so many new fabs? Are these comments, tactic by Otellini to divert the attention of rival companies ?

the_floating_ gate
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re: Intel: Foundry business is in oversupply trouble
the_floating_ gate   2/19/2011 5:00:39 AM
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Otellini You would think Otellini's plate is full - is Otellini stupid enough to call TSMC trailing edge?

the_floating_ gate
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re: Intel: Foundry business is in oversupply trouble
the_floating_ gate   2/19/2011 4:02:11 AM
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It's kind of funny Intel is commenting on foundry business - unless they were thinking entering the business

AlvinL0
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re: Intel: Foundry business is in oversupply trouble
AlvinL0   2/19/2011 1:51:46 AM
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I suppose if you are having oversuppy trouble, you shouldn't suppy so much ;-)

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